This document contains an outline of common business issues
for consideration when implementing the EDI 852 Product Activity Data for ASC
X12 Version 4010.It is the intent of this
document to act as an addendum to the ASC X12 EDI Standards documentation.

This section contains business discussions about the
use of the 852 Product Activity Data.These discussions will assist in determining application changes and
business process changes that may be necessary within a company.

Page

Business Issues.............................................................................. 2

The 852 Product Activity Data transaction is
primarily used in VMI (Vendor Managed Inventory) partnerships with
participating suppliers. The information contained within this transaction can
therefore be separated into two major concentrations: 1) current inventory
status information provided to the supplier for product replenishment purposes,
and 2) sales movement information provided to the supplier for use in the
supplier’s product planning process.

Due to the very specific nature of these VMI relationships it is
critical that each of the fields contained within this transaction be clearly
defined and understood by both the customer and the supplier.

With version 4010 of the ASC X12 EDI standards, many
data elements have changed positions and additional data elements are now
available to clearly define the data positioning.The definitions of the fields have NOT changed, only their
position in the transaction.Examples
of the new positions include:

Throughout this document, the reference to the
Customer may be interpreted to be the initial receiver of goods from the
supplier/manufacturer. Depending on the specific channel, this could represent
a distributor, OEM, retail organization, etc.The distributor’s customer (contractor, etc.) or a consumer of a retail
store is referenced in this document as the End Customer.

VMI partnerships offer many methods of addressing the inventory planning
and replenishment process. This document intends to be universal in its support
of the many fields that may be used in these partnerships. It is therefore
advised that the final definition of these fields be determined between the VMI
partners.

Quantity On Hand versus
Quantity Available

This transaction provides an opportunity to differentiate between two
inventory quantities.The “quantity on
hand” (defined in the QTY segment) is the total inventory of an item.The “quantity available” (defined in the ZA
segment) is typically considered a portion of quantity on hand inventory that
is available for sale and not committed to open customer orders.

Dependent on the suppliers planning/replenishment
algorithms, the frequency of these transactions may vary.The common frequencies are: daily, weekly,
or monthly transmissions as agreed between customer and supplier.

This is a high volume transaction. To reduce cost,
consideration should be given to scheduling transmissions during off-peak
hours.

Section 2

852
Product Activity Data

Segment Notes

This section contains business discussions about the
use of the segments within the 852 Product Activity.These discussions will assist in determining application changes
and business process changes that may be necessary within a company.

This Draft
Standard for Trial Use contains the format and establishes the data contents of
the Product Activity Data Transaction Set (852) for use within the context of
an Electronic Data Interchange (EDI) environment. The transaction set can be
used by a distributor, warehouse, or retailer to advise a trading partner of
inventory, sales, and other product activity information. Product activity data
enables a trading partner to plan and ship, or propose inventory replenishment
quantities, for distribution centers, warehouses or retail outlets. The
receiver of the transaction set will maintain some type of inventory/product
movement records for its trading partners to enable replenishment calculations
based on data provided by the distributor, warehouse or retailer.

Heading:

Pos

Id

Segment
Name

Req

Max
Use

Repeat

Notes

010

ST

Transaction Set Header

M

1

020

XQ

Reporting Date/Action

M

1

030

XPO

Pre-assigned Purchase Order Numbers

O

>1

LOOP ID - N1

200

060

N1

Name

O

1

N1/060

Detail:

Pos

Id

Segment
Name

Req

Max
Use

Repeat

Notes

LOOP ID - LIN

999999

010

LIN

Item Identification

O

1

020

CTP

Pricing Information

O

25

070

QTY

Quantity

O

1

LOOP ID - ZA

>1

080

ZA

Product Activity Reporting

M

1

N2/080

090

QTY

Quantity

O

1

N2/090

Summary:

Pos

Id

Segment
Name

Req

Max
Use

Repeat

Notes

010

CTT

Transaction Totals

O

1

N3/010

020

SE

Transaction Set Trailer

M

1

ST

Transaction Set Header

Pos: 010Max: 1

Heading - Mandatory

Loop: N/AElements: 2

To indicate the start of a
transaction set and to assign a control number.

Example:

ST*852*0001^

Element Summary:

Ref_

Id _

Element Name

Req

Type

Min/Max

ST01

143

Transaction
Set Identifier Code

Description: Code uniquely
identifying a Transaction Set

CodeNAME

852Product
Activity Data

M

ID

3/3

ST02

329

Transaction
Set Control Number

Description: Identifying
control number that must be unique within the transaction set functional group
assigned by the originator for a transaction set

LIN02 through LIN11 provide for 5
different Product/Service ID's for each item.If only one Product/Service ID is provided, LIN02 and LIN03 are
used.LIN04 and LIN05 would be used for
a second Product/Service ID.Multiple
Product/Service ID's can be provided in any sequence.

Example:

LIN*1*VC*P-8750*UI*09999982010*BP*12345-6*RK*BZ0R6A12^

Element Summary:

Ref_

Id _

Element Name

Req

Type

Min/Max

LIN01

350

Assigned
Identification

Description: Alphanumeric
characters assigned for differentiation within a transaction set

O

AN

1/20

LIN02

235

Product/Service
ID Qualifier

Description: Code identifying
the type/source of the descriptive number used in Product/Service ID (234)

CodeNAME

BPBuyer's Part Number

CBBuyer's Catalog
Number

ENEuropean Article
Number (EAN) (2-5-5-1)

RKRack Number

U2U.P.C. Shipping
Container Code (1-2-5-5)

Description:A
13-digit code that uniquely identifies the manufacturer's shipping unit, including
the packaging indicator; the first digit is the packaging indicator, the next
two digits are the number system characters, the next five digits are the
manufacturer ID number, and the remaining five digits are the item code

UDU.P.C./EAN Consumer
Package Code (2-5-5)

UIU.P.C. Consumer
Package Code (1-5-5)

UKU.P.C./EAN
Shipping Container Code (1-2-5-5-1)

Description:A
14-digit code that uniquely identifies the manufacturer's shipping unit,
including the packaging indicator and check digit; the first digit is the
packaging indicator, the next two digits are the number system characters,
the next five digits are the manufacturer ID number, the second five digits
are the item code, and the final digit is the check digit

VCVendor's (Seller's)
Catalog Number

VPVendor's
(Seller's) Part Number

M

ID

2/2

LIN03

234

Product/Service
ID

Description: Identifying
number for a product or service

M

AN

1/48

LIN10

235

Product/Service
ID Qualifier

Description: Code identifying
the type/source of the descriptive number used in Product/Service ID (234)

Description: Code identifying
activity details for the product being reported

CodeNAME

DGQuantity Damaged

Description:Total
product listed as damaged goods

Internal:The quantity
of inventory listed as damaged and therefore non-saleable.

HLQuantity on Hold

Internal:The
quantity of this catalog number on reserve. (The reserve is usually a
commitment by the customer to hold a specified amount of stock.)

LSLost Sales

Internal:Quantity requested by an end customer where sales were lost due to an
out of stock condition.

OQPlanned Order
Quantity

Description:The
quantity of the item suggested to order by the buying party.

Internal:This
is the quantity of the material suggested to order by the customer.

POCalculated Reorder
Point

Description:The
inventory level on the buying party's system at which an order quantity would
be suggested.

Internal:This
is the inventory level on the customers system at which an order quantity
will be suggested.

QACurrent Inventory
Quantity Available for Shipment or Sale

Description:Indicates the quantity currently available to be sold or shipped.

Internal:The
quantity of the catalog number available for sale.

QCQuantity Committed

Description:Quantity reserved for orders not shipped

Internal:The
quantity sold but not yet reduced from inventory.This is the quantity mortgaged against a sale that has not yet
been picked or shipped.

QDAdditional Demand
Quantity

Description:The
quantity requested by the buying party in addition to normal order quantity
(i.e. promotions, etc.)

Internal:The
quantity requested by the customer in addition to normal order quantity,
(e.g. promotions, etc.). This value should not be used in replenishment
calculations since it is an exception quantity.

QIQuantity in
Transit

Description:Quantity of stock replenishment shipped but not received

Internal:The
quantity in transit to the customer.

QLMinimum Inventory
Quantity

Description:The
minimum inventory quantity for replenishment purposes

QMMaximum Inventory
Quantity

Description:The maximum
inventory quantity for replenishment purposes

QOQuantity Out of Stock

Description:The
quantity of this item currently back ordered to the end customer.

Internal:The
quantity of this catalog number currently back ordered to the end customer.

QPQuantity On Order,
Not Yet Received

Description:Total
quantity expected to be received from supplier for current reporting period,
but not yet received.

Internal:The
quantity of this catalog number currently on order to the supplier.

QRQuantity Received

Description:The
quantity received into the buying party's system since the last 852 product
activity data update.

Internal:The
quantity received into the customer's system since the last 852 product
activity data update.

QSQuantity Sold

Description:The
quantity sold to end customers since the last 852 product activity update.

QTAdjustment
to Inventory Quantity

Internal:This value is used for
informational purposes only to communicate changes to inventory not defined
in this transaction.It should not be
used to calculate replenishment quantities.

QUQuantity Returned By
Consumer

Description:The
quantity returned by the buying party to the supplier since the last 852
product activity data update.

Internal:Quantity returned by customer to the supplier since the last 852
product activity data update.

QZQuantity
Transferred

Internal:The
quantity transferred to a satellite branch.Satellite branches are branches that are directly replenished from a
stocking branch.

For the purpose of calculating distributor forecast, Quantity
Transferred will be added by the supplier to the Quantity Sold todetermine total demand on the
branch.(Demand = QZ + QS).

M

ID

2/2

ZA02

380

Quantity

Description: Numeric value of
quantity

C

R

1/15

ZA03

355

Unit
or Basis for Measurement Code

Description: Code specifying the
units in which a value is being expressed, or manner in which a measurement
has been taken

CodeNAME

BGBag

BKBook

CACase

CGCard

CTCarton

EAEach

FTFoot

HUHundred

KGKilogram

KTKit

LBPound

MRMeter

PCPiece

PKPackage

REReel

RLRoll

SHSheet

SOSpool

THThousand

C

ID

2/2

ZA04

374

Date/Time
Qualifier

Description: Code specifying type
of date or time, or both date and time

CodeNAME

036Expiration

Description:Date
coverage expires

Internal:This
qualifier and associated date (ZA05) should be used to determine the ending
date of an Additional Demand Quantity.Use of the qualifier allows for the additional quantity to be
maintained by the inventory management system for a period of time defined by
the buying party.

164First Issue

Internal:This
qualifier and associated date (ZA05) should be used to indicate a new item is
being added to the VMI routine and may indicate a future date to begin
planning.

171Revision

Internal:This qualifier and associated date (ZA05)
should be used to indicate modification (e g; status, order point, etc.) to
an item within the VMI routine and may indicate a future date to begin using
the new data values.

C

ID

3/3

ZA05

373

Date

Description: Date expressed as
CCYYMMDD

C

DT

8/8

ZA06

128

Reference
Identification Qualifier

Description: Code qualifying
the Reference Identification

CodeNAME

ACCStatus

C

ID

2/3

ZA07

127

Reference
Identification

Description: Reference
information as defined for a particular Transaction Set or as specified by
the Reference Identification Qualifier

ECTF Notes:This field is used to designate the intended
disposition of the item.

CodeNAME

DDelete/Inactive

Internal:This
item should be removed from the supplier's VMI system.

NVMI Fill to
Customer Backorder Only

Internal:This
item should not be planned by the supplier, but should the buying party's
system indicate a backorder, then the supplier should replenish to cover the
backorder.

The use of this segment is to
quantify the number of transactions associated to the quantity described in the
ZA segment.Examples include the number
of purchase transactions for the quantity sold (ZA01 = QS), the number of
transfers for the quantity transferred (ZA01 = QZ), the number of returns for
the quantity returned (ZA01 = QR), etc.

Example:

QTY*OC*5^

Element Summary:

Ref_

Id _

Element Name

Req

Type

Min/Max

QTY01

673

Quantity
Qualifier

Description: Code specifying
the type of quantity

CodeNAME

AGNumber of End Users

Description:Number of participating users

N4Number of Times

OCOrder Count

Description:The
number of orders processed associated with the QS (quantity sold).This order count could also be used with
QO (quantity out of stock/back orders) and lost sales.

Internal:This
is the number of orders processed and associated with the QS (Quantity
Sold).Note:Additional uses of this "count"
field could be used with other qualifiers.For example, with the QO (Quantity Out of Stock) (back orders).